Understanding SMSF rollovers and contributions

Macquarie doesn’t offer an electronic messaging service that provides rollover SuperStream services. You can retrieve an ESA from an external SMSF messaging provider. Alternatively, you may like to consider appointing a professional to help you manage SuperStream rollovers on your client’s behalf. An accountant or SMSF administrator will typically have access to software which has SuperStream SMSF messaging functionality and can be used to generate an ESA.

Where an SMSF uses a CMA or is administered through a Wrap IDPS account, Macquarie offers an electronic messaging service. This allows your client’s account to receive employer super contribution payments and related messages electronically. The electronic service address (ESA) is MACQUARIESMSF.

1. If rolling funds from a Macquarie CMA (SMSF) to any super or pension account (including Macquarie), your client will need to have an open account to receive the rollover.
2. The rollover will then need to be processed via SuperStream, using a rollover enabled Electronic Service Address (ESA). Please note, this is not provided by Macquarie.
3. Once the ESA has been retrieved, please complete section 2 of the Macquarie withdrawal form, providing both the BSB and account number of the receiving super or pension account alongside the SuperStream Payment Reference Number (PRN). The PRN and payment details will be supplied by your external SMSF messaging provider.
4. Upon signing the form, please upload the form via Request Centre for processing.

Before you submit the request 

Funds need to be received within 3 business days of the ESA message being received and the amount must match the amount in the ESA message. To confirm the exact amount (taking into consideration any interest accrued), please contact us via live chat.  

Please ensure your clients details are up to date with the ATO in the first instance. If the details in the ESA message don’t match those received by the Super Fund, the rollover will be rejected by the super fund.  

1. If rolling funds from a Wrap IDPS cash hub (SMSF) to any super or pension account (including Macquarie), your client will need to have an open account to receive the rollover.
2. Please check if the account has remaining investments. If looking to retain these investments, please refer to the relevant asset transfer articles. Alternatively, the investments can be sold down to cash prior to initiating a rollover request.
3. The rollover will then need to be processed via SuperStream, using a rollover enabled Electronic Service Address (ESA). Please note, this is not provided by Macquarie.
4. Once the ESA has been retrieved, please complete section 2 of the Macquarie withdrawal form, providing both the BSB and account number of the receiving super or pension account alongside the SuperStream Payment Reference Number (PRN). The PRN and payment details will be supplied by your external SMSF messaging provider.
5. Upon signing the form, please upload the form via Request Centre for processing.

Before you submit the request

Funds need to be received within 3 business days of the ESA message being received and the amount must match the amount in the ESA message. To confirm the exact amount (taking into consideration any interest accrued), please contact us via live chat.  

Please ensure your clients details are up to date with the ATO in the first instance. If the details in the ESA message don’t match those received by the super fund, the rollover will be rejected by the super fund.